Assets Under Management
$331.2M
Number of Clients
495
Number of Advisors
11
Average Client AUM
$669K
AUM per Advisor
$30.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Castleview Partners, LLC is an SEC-registered investment advisor managing portfolios for various clients. They offer advisor-directed managed accounts and third-party money manager accounts. Financial planning services are also available for a flat or hourly fee. They also provide advisory and operational support to other advisory firms through their aiAlpha platform.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
8111 Preston Road, Suite 500, Dallas, TX, 75225